Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | -0.014 | 0 | 83 |
| 1 month | -0.038 | 0 | 80 |
| 3 months | -0.014 | 0 | 83 |
| 1 year | 0.057 | 0 | 18 |
| 3 years | 0.033 | 0 | 10 |
| 5 years | 0.068 | 0 | 46 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2024 | 0.163 | — |
| 2023 | 0.094 | — |
| 2022 | -0.154 | — |
| 2021 | 0.113 | — |
| 2020 | 0.026 | — |
| 2019 | 0.161 | — |
| 2018 | -0.069 | — |
| 2017 | 0.101 | — |
| 2016 | — | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.084 | 0.033 | 0.010 | 0.028 |
| 2023 | 0.050 | 0.038 | -0.011 | 0.014 |
| 2022 | -0.038 | -0.097 | -0.034 | 0.008 |
| 2021 | 0.046 | 0.041 | -0.011 | 0.034 |
| 2020 | -0.127 | 0.095 | 0.027 | 0.045 |
| 2019 | 0.087 | 0.017 | 0.012 | 0.037 |
| 2018 | -0.030 | 0.019 | 0.016 | -0.073 |
| 2017 | 0.036 | 0.010 | 0.027 | 0.025 |
| 2016 | 0.026 | — | — | — |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | -0.005 |
| 3 years | 0.013 |
| 5 years | 0.056 |